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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES5+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $448,134 |
IRONVIEW CAPITAL MANAGEMENT5+ years Filed as: IRONVIEW PARTNERS Service code 27 · EIN 47-3195417 | Advisory (Plan) | $153,063 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $59,699 |
ALPHASTAFF GROUP, INC.5+ years Filed as: ALPHASTAFF, INC. Service code 14 · EIN 65-0314170 | Plan Administrator | $44,562 |
WEINSTEIN ZUGMAN, LLC2 years Service code 10 · EIN 20-0453834 | Accounting | $14,500 |
HILL WARD HENDERSON1 year Service code 29 · EIN 59-2678550 | Legal | $11,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,980 | $34,813+26.3% | $84,637-48.0% | $82,204-46.5% |
| Participation rate | 40.1% | 33.8%+6.3pp | 68.2%-28.1pp | 73.4%-33.3pp |
| Annual return | 21.70% | 44.87%-23.2pp | 258.82%-237.1pp | 26.31%-4.6pp |
| Employer contribution / active EE | $852 | $718+18.6% | $2,653-67.9% | $2,707-68.5% |
| Participant deferral / active EE | $1,892 | $1,334+41.9% | $3,900-51.5% | $4,246-55.4% |
| Admin fee / account holder | $264 | $107+146.7% | $4,914-94.6% | $76+248.6% |